Golden State Equity Partners Portfolio Holdings

Golden State Equity Partners

  • $569 Million
  • Q3 2025

Golden State Equity Partners has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $569 Million distributed in 450 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $38.1M, Apple Inc. with a value of $26M, Microsoft Corp with a value of $21.9M, Amazon Com Inc with a value of $12.7M, and Alphabet Inc. with a value of $12.4M.

Examining the 13F form we can see an increase of $47.9M in the current position value, from $522M to 569M.

Golden State Equity Partners is based out at South Coast Metro, CA

Below you can find more details about Golden State Equity Partners portfolio as well as his latest detailed transactions.

Portfolio value $569 Million
ETFs: $184 Million
Technology: $136 Million
Financial Services: $60.1 Million
Consumer Cyclical: $36.2 Million
Industrials: $32.9 Million
Communication Services: $32.7 Million
Healthcare: $28.9 Million
Consumer Defensive: $18.3 Million
Other: $39.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.16 Million 0.38% of portfolio
54,240
Q3 2025 Added 0.01%
$53B
$2.17 Million 0.38% of portfolio
9,220
Q3 2025 Added 2.64%
$0
$2.15 Million 0.38% of portfolio
42,104
Q3 2025 Reduced 6.04%
$218B
$2.15 Million 0.38% of portfolio
25,566
Q3 2025 Reduced 5.2%
$9.24B
$2.12 Million 0.37% of portfolio
6,728
Q3 2025 Added 0.16%
$300B
$1.98 Million 0.35% of portfolio
28,969
Q3 2025 Added 4.23%
$708B
$1.91 Million 0.34% of portfolio
6,791
Q3 2025 Reduced 4.55%
$0
$1.94 Million 0.34% of portfolio
4,177
Q3 2025 Added 2.18%
$278B
$1.94 Million 0.34% of portfolio
12,189
Q3 2025 Reduced 7.96%
$0
$1.88 Million 0.33% of portfolio
153,200
Q3 2025 Added 0.28%
$224B
$1.9 Million 0.33% of portfolio
11,721
Q3 2025 Added 193.32%
$203B
$1.86 Million 0.33% of portfolio
11,166
Q3 2025 Reduced 17.4%
$176B
$1.8 Million 0.32% of portfolio
63,674
Q3 2025 Added 7.62%
$167B
$1.82 Million 0.32% of portfolio
41,363
Q3 2025 Added 5.0%
$1.56T
$1.78 Million 0.31% of portfolio
6,389
Q3 2025 Added 14.66%
$0
$1.76 Million 0.31% of portfolio
34,738
Q3 2025 Reduced 3.67%
$196B
$1.72 Million 0.3% of portfolio
16,970
Q3 2025 Reduced 21.56%
$9.28B
$1.73 Million 0.3% of portfolio
51,695
Q3 2025 Reduced 0.4%
$1.72T
$1.72 Million 0.3% of portfolio
7,063
Q3 2025 Added 6.9%
$0
$1.65 Million 0.29% of portfolio
48,563
Q3 2025 Added 5.91%
$0
$1.67 Million 0.29% of portfolio
42,150
Q3 2025 Added 0.8%
$0
$1.61 Million 0.28% of portfolio
14,478
Q3 2025 Reduced 1.35%
$0
$1.59 Million 0.28% of portfolio
5,328
Q3 2025 Added 9.2%
$298B
$1.59 Million 0.28% of portfolio
24,036
Q3 2025 Added 2.88%
$0
$1.54 Million 0.27% of portfolio
56,373
Q3 2025 Added 6.58%
$117B
$1.55 Million 0.27% of portfolio
2,009
Q3 2025 Added 116.49%
$261B
$1.52 Million 0.27% of portfolio
6,349
Q3 2025 Reduced 1.93%
$0
$1.55 Million 0.27% of portfolio
48,594
Q3 2025 Reduced 0.76%
$0
$1.56 Million 0.27% of portfolio
13,025
Q3 2025 Added 1.22%
$0
$1.54 Million 0.27% of portfolio
46,013
Q3 2025 New
$0
$1.55 Million 0.27% of portfolio
16,264
Q3 2025 Reduced 1.41%
$413B
$1.55 Million 0.27% of portfolio
9,557
Q3 2025 Added 4.08%
$94.7B
$1.54 Million 0.27% of portfolio
4,526
Q3 2025 Reduced 0.09%
$0
$1.56 Million 0.27% of portfolio
22,311
Q3 2025 Added 27.35%
$177B
$1.49 Million 0.26% of portfolio
7,663
Q3 2025 Reduced 4.81%
$113B
$1.49 Million 0.26% of portfolio
15,743
Q3 2025 Added 6.7%
$0
$1.49 Million 0.26% of portfolio
39,540
Q3 2025 Reduced 7.47%
$160B
$1.5 Million 0.26% of portfolio
5,299
Q3 2025 Reduced 9.73%
$0
$1.44 Million 0.25% of portfolio
34,637
Q3 2025 Reduced 15.55%
$0
$1.45 Million 0.25% of portfolio
14,078
Q3 2025 Reduced 7.16%
$0
$1.44 Million 0.25% of portfolio
29,417
Q3 2025 Reduced 20.84%
$160B
$1.44 Million 0.25% of portfolio
19,079
Q3 2025 Reduced 19.54%
$0
$1.44 Million 0.25% of portfolio
7,594
Q3 2025 Added 40.94%
$2.65B
$1.42 Million 0.25% of portfolio
19,380
Q4 2024 Added 1,390.77%
$0
$1.43 Million 0.25% of portfolio
14,318
Q3 2025 Reduced 7.27%
$0
$1.38 Million 0.24% of portfolio
39,847
Q3 2025 Added 23.17%
$0
$1.36 Million 0.24% of portfolio
2,897
Q3 2025 Added 0.87%
$67B
$1.34 Million 0.24% of portfolio
42,899
Q3 2025 Reduced 3.16%
$3.36B
$1.35 Million 0.24% of portfolio
39,024
Q3 2025 Reduced 0.21%

Summary

  • Portfolio
  • No. of Stocks 450
  • Current Value $569 Million
  • Prior Value $522 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 51 stocks
  • Additional Purchases 223 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 148 stocks
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